Strategic Planning Template

Objective: Clearly articulate the long-term direction of your organization or team.

Guiding Questions:

• What do we want to achieve in the next 3–5 years?
• How do we define success?
• What impact do we want to have in our industry or market?

Action Item:
Write a clear vision statement (1–2 sentences) that captures the long-term purpose and goals.

Objective: Assess internal and external factors that could impact success.

Guiding Tools:

• SWOT Analysis (Strengths, Weaknesses, Opportunities, Threats)
• PESTLE Analysis (Political, Economic, Social, Technological, Legal, Environmental factors)

Action Item:
Use the tables below to conduct an analysis of your current position:

Objective: Establish 3–5 key priorities that will drive long-term success.

Guiding Questions:

• What are the most important initiatives that align with our vision?
• Which opportunities will create the most impact?
• What challenges must we proactively address?

Action Item:
List your top strategic priorities in the format:

Objective: Convert strategic priorities into specific, measurable action steps in the form of a SMART goal.

Action Item:
Draft SMART goals for each priority.

Objective: Ensure you have the people, budget, and technology needed to succeed.

Guiding Questions:

• Do we have the right skills, tools, and resources?
• What investments or reallocation are needed?
• Are stakeholders aligned and committed?

Action Item:
Map out execution steps in a 90-Day Action Plan template:

Objective: Keep strategy agile and responsive to changing conditions.

Guiding Questions:

• How will we track progress?
• Are we on course, or do we need to pivot?
• What lessons are we learning along the way?

Action Item:
Schedule quarterly strategy check-ins to review progress, adjust plans, and celebrate milestones.